Pitney Bowes Inc
PBI- Exchange
- NYSE
- Industry
- Office Machines, NEC
- SEC CIK
- 0000078814
In the last 90 days, Pitney Bowes Inc insiders filed 0 open-market purchases and 7 sales; 350 institutions reported holding it in 13F filings for Q2 2026, worth $2.13B in total; no superinvestor holds it.
Other share classesPBI.PB
13F holders, Q3 2021
Institutional positions in Pitney Bowes Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 265
- +17 vs. Q2 2021
- Shares held
- 115.4M
- +303.4K (+0.3%) vs. Q2 2021
- Total value
- $832.5M
- −$176.9M (−17.5%) vs. Q2 2021
- New holders
- 37
- 68 more added
- Sold out
- 20
- 81 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PBI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 350 | $2.13B |
| Q1 2026 | 322 | $1.33B |
| Q4 2025 | 328 | $1.33B |
| Q3 2025 | 320 | $1.51B |
| Q2 2025 | 318 | $1.40B |
| Q1 2025 | 315 | $1.14B |
| Q4 2024 | 285 | $909.8M |
| Q3 2024 | 276 | $757.4M |
| Q2 2024 | 236 | $504.0M |
| Q1 2024 | 246 | $432.5M |
| Q4 2023 | 238 | $456.8M |
| Q3 2023 | 223 | $315.2M |
| Q2 2023 | 235 | $385.4M |
| Q1 2023 | 261 | $424.3M |
| Q4 2022 | 269 | $421.2M |
| Q3 2022 | 264 | $262.3M |
| Q2 2022 | 272 | $422.0M |
| Q1 2022 | 259 | $598.9M |
| Q4 2021 | 263 | $763.5M |
| Q3 2021 | 265 | $832.5M |
| Q2 2021 | 250 | $1.01B |
| Q1 2021 | 250 | $937.0M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Pitney Bowes Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 67 | $0 | 0.00% | −4,460−98.5% | Reduced |
| Stonebridge Capital Advisors LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 166 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 101 | $1.00K | 0.00% | −30−22.9% | Reduced |
| Red Cedar Capital, LLC | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 227 | $2.00K | 0.00% | −141−38.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | – | $2.00K | 0.00% | – | – |
| AdvisorNet Financial, Inc | 209 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 252 | $2.00K | 0.00% | −19−7.0% | Reduced |
| Cedar Mountain Advisors, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 225 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 525 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 408 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 451 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 384 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 349 | $3.00K | 0.00% | +3+0.9% | Added |
| Mascoma Wealth Management LLC | 415 | $3.00K | 0.00% | +415 | New |
| Harbor Investment Advisory, LLC | 593 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 601 | $4.00K | 0.00% | +2+0.3% | Added |
| PSI Advisors, LLC | 500 | $4.00K | 0.00% | +500 | New |
| Fifth Third Bancorp | 745 | $5.00K | 0.00% | −3,957−84.2% | Reduced |
| Sageworth Trust Co | 710 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 900 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 834 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 800 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,003 | $7.00K | 0.00% | −340−25.3% | Reduced |
| Wagner Wealth Management, LLC | 1,034 | $7.00K | 0.01% | −72−6.5% | Reduced |
| Atlas Capital Advisors LLC | 1,000 | $7.21K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,167 | $8.00K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 7,667 | $10.0K | 0.00% | +390+5.4% | Added |
| Sound Income Strategies, LLC | 1,501 | $11.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,570 | $11.3K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 1,600 | $11.5K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,117 | $15.0K | 0.00% | +14+0.7% | Added |
| Sutton Wealth Advisors Inc. | 2,099 | $15.1K | 0.01% | −104−4.7% | Reduced |
| Huntington National Bank | 2,176 | $16.0K | 0.00% | −512−19.0% | Reduced |
| Versant Capital Management, Inc | 3,161 | $23.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,231 | $23.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,500 | $25.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 4,609 | $33.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5,000 | $36.0K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,000 | $36.0K | 0.00% | +5,000 | New |
| Thompson Siegel & Walmsley LLC | 7,500 | $54.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 8,785 | $63.0K | 0.00% | −1,703−16.2% | Reduced |
| Kestra Advisory Services, LLC | 10,308 | $74.0K | 0.00% | +10,308 | New |
| Quantamental Technologies LLC | 10,383 | $75.0K | 0.05% | −2,000−16.2% | Reduced |
| McMillion Capital Management Inc | 10,335 | $75.0K | 0.04% | 00.0% | Unchanged |
| Cullinan Associates Inc | 10,400 | $75.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 10,343 | $75.0K | 0.01% | +157+1.5% | Added |
| Cutler Group LP | 10,498 | $75.0K | 0.01% | +680+6.9% | Added |
| Mackenzie Financial Corp | 10,337 | $75.0K | 0.00% | +10,337 | New |
| Raymond James Financial Services Advisors, Inc. | 10,586 | $76.0K | 0.00% | +30.0% | Added |
| American Portfolios Advisors | 10,755 | $77.5K | 0.00% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 11,014 | $79.0K | 0.01% | +11,014 | New |
| Captrust Financial Advisors | 11,323 | $82.0K | 0.00% | −298−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 11,850 | $85.0K | 0.00% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 11,804 | $85.0K | 0.05% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 11,810 | $85.0K | 0.09% | +11,810 | New |
| Lincoln National Corp | 12,056 | $87.0K | 0.00% | −1,808−13.0% | Reduced |
| Rodgers Brothers Inc. | 12,500 | $90.0K | 0.02% | −500−3.8% | Reduced |
| Marshall Wace North America L.P. | 13,073 | $94.0K | 0.00% | +13,073 | New |
| Equitable Trust Co | 13,218 | $95.0K | 0.01% | +13,218 | New |
| Macquarie Group Ltd | 13,370 | $96.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 13,600 | $98.0K | 0.03% | +13,600 | New |
| Pictet Asset Management SA | 13,900 | $100.0K | 0.00% | +13,900 | New |
| Qube Research & Technologies Ltd | 14,186 | $102.0K | 0.00% | +14,186 | New |
| Point72 Hong Kong Ltd | 14,295 | $103.0K | 0.01% | +14,295 | New |
| Cetera Advisor Networks LLC | 14,550 | $105.0K | 0.00% | −200−1.4% | Reduced |
| Ameritas Investment Partners, Inc. | 14,661 | $106.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 15,105 | $109.0K | 0.01% | +3,467+29.8% | Added |
| Levin Capital Strategies, L.P. | 15,446 | $111.0K | 0.01% | +15,446 | New |
| New Jersey Better Educational Savings Trust | 16,200 | $117.0K | 0.23% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 16,665 | $120.0K | 0.00% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 16,834 | $121.0K | 0.01% | +29+0.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 17,074 | $123.0K | 0.00% | −15,000−46.8% | Reduced |
| Janus Henderson Group PLC | 17,476 | $126.0K | 0.00% | +17,476 | New |
| Profund Advisors LLC | 18,026 | $130.0K | 0.00% | −5,913−24.7% | Reduced |
| LMR Partners LLP | 18,274 | $132.0K | 0.00% | +2,084+12.9% | Added |
| Acadian Asset Management LLC | 18,538 | $133.0K | 0.00% | +18,538 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,748 | $135.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 19,010 | $137.0K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 19,500 | $141.0K | 0.00% | +799+4.3% | Added |
| CIBC Asset Management Inc | 20,700 | $149.0K | 0.00% | +936+4.7% | Added |
| Ironwood Investment Management LLC | 20,952 | $151.0K | 0.08% | 00.0% | Unchanged |
| Spark Investment Management LLC | 21,000 | $151.0K | 0.09% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 21,272 | $153.0K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 21,326 | $154.0K | 0.00% | +21,326 | New |
| Mutual of America Capital Management LLC | 22,052 | $159.0K | 0.00% | −2,897−11.6% | Reduced |
| Investors Research Corp | 24,607 | $177.0K | 0.06% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 24,778 | $179.0K | 0.06% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 26,015 | $188.0K | 0.00% | +26,015 | New |
| Tower Research Capital LLC (TRC) | 26,483 | $191.0K | 0.00% | +14,183+115.3% | Added |
| ProShare Advisors LLC | 26,919 | $194.0K | 0.00% | −23,597−46.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 27,505 | $198.0K | 0.04% | +25,505+1,275.3% | Added |
| Teacher Retirement System of Texas | 27,925 | $201.0K | 0.00% | +5,260+23.2% | Added |